Author: Andrew Horowitz

H&C Quarterly Commentary – 2Q 2020

It has been a magnificent run for markets, gaining back much of what had been lost. The rebuilding process has been swift and, at times, very powerful. To their credit, much of the hard work has been done by the companies that hold the greatest weight in key indices. Take...

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DHUnplugged #515: Road Rubber

Europe confirms massive stimulus package – free money/grants to the tune of €750 billion. Earnings season is heating up – looking where to rubber will meet the road. Some news on the U.S. Stimulus package. Fed Limericks are Back – PLUS we are now on Spotify ! See this week’s...

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TDI Podcast: The Best Bear Market (#671)

Stocks up , Gold Up, Silver Up, Bonds Up, Case Count Up, Fed balance Sheet Up, Deaths Up, Unemployed Up , Everything is UP UP UP! – oh except trading volume….

And a look into the best kind of bear market..

Plus – listen to what we are discussing in our recent...

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DHUnplugged #514: To The Moon!

Traders placing bets like it was crypto-craze all over again. Tech stocks stage a significant reversal and banks providing earnings. The pandemic is still raging and markets are begging for more stimulus. Announcing the winner of the SPOT Closest to the Pin! Fed Limericks are Back – PLUS we are...

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TDI Podcast: K-Shaped Recovery (#670)

Rolling W’s or a “K” Shaped Recovery? We take a look at what this could mean and if it is even possible.

While cases rise, new hope for treatments arrive.

SPAC’s are on fire – let’s discuss.

Listener Call-in Questions are answered.

Follow @andrewhorowitz

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